Agency Copilot — AI built for marketing agencies

The problem

Your agency runs on
manual work. It doesn't have to.

Six problems costing you 25–40 hours every week, per team.

📊

Ad specialists fly blind every morning

Log into Meta and Google manually, check each account one by one, try to spot what's fatigued, overspending, or broken — while the clock is ticking.

2–3 hours wasted every single day

📞

ISAs sort through GHL for hours

Manually filter contacts, guess at lead temperature, decide who to call with zero signal on who opened an email or replied to a text last night.

5–8 hours filtering, not calling

📝

Reporting is a full-time job

Pull numbers, format reports, write summaries, email PDFs to clients who barely read them — for every single client, every single week.

8–12 hours per account manager / week

🔧

Looker Studio is a nightmare

Every new client requires a dashboard build. Connections break constantly. Data goes stale. Looks good in demos but nobody actually trusts it.

3–4 hrs setup + constant maintenance

🤷

No one knows which campaigns close

Ad data in Meta. Pipeline in GHL. Nobody connects them. A $4 CPL means nothing if those leads never pick up — but nobody can see that.

Attribution gap costs agencies clients

📋

Team leads chase updates constantly

Every Friday: pull the numbers, format the doc, write the narrative, send to team. Same Monday for clients. Zero automation. Every week without fail.

EOW reports: 3–5 hrs per team lead

Media buyer

Stop reviewing dashboards.
Start acting on them.

Every morning, Agency Copilot pulls live Meta data, analyzes every campaign, and tells you exactly what to do first.

Campaign intelligence

Your AI-powered morning brief

Plain-English insights before you open a single ad account. Which campaigns to pause, which to scale, and why — all figured out before 8am.

All clients, one screen — live Meta data

CPL vs $16 industry benchmark

Creative fatigue detection — frequency + CTR drop alerts

Spend pacing alerts before overspend happens

Account health score 0–100 per client

My accounts · 14 days LIVE

AI BRIEF · Apr 12

Peak Roofing Co. crushing it at $6.20 CPL — 61% below target. Apex Roofing & BlueSky Exteriors bleeding at $17.80 and $21.40. Pause them, reallocate $2,400 daily budget to scale Peak.

Account	CPL	Leads	Status
Apex Roofing	$17.80	58	Above target
Peak Roofing Co.	$6.20	174	On target
Ridgeline Roofing	$13.90	41	On target
BlueSky Exteriors	$21.40	79	Above target

ISA

Call the right lead,
every time.

No more manual GHL filtering. ISAs open Agency Copilot and see a prioritized queue — highest-intent leads first, full context before every call.

Call queue · Today12 leads

94

James Miller

Opened email 3× · Replied to SMS · Hot

Call now

87

Sarah Chen

Clicked pricing · No reply yet · Warm

Call now

62

David Kim

Opened once · Last contact 3d ago · New

Call now

ISA intelligence

AI-scored call queue

Every lead scored by intent. Email opens, SMS replies, pipeline stage, and buying signals — all surfaced before you dial. 100% of time spent calling, not filtering.

AI intent score 0–100 — highest first

GHL activity inline — opens, clicks, SMS replies

Best time to call based on past engagement

Pipeline stage: new → signed

Pick-up rate and dial count per ISA

Management

Full visibility.
Zero manual work.

📊

Auto EOW report to Slack

Every Friday at 6pm, a full end-of-week report posts to your Slack. Ad performance, ISA dials, pipeline health, AI narrative — zero manual work.

📄

White-labeled client PDFs

Every Monday, each client gets a branded PDF in their Slack channel. Plain-English metrics, pipeline summary, AI reassurance section. All automatic.

⚡

Motion task auto-sync

AI action items from briefs automatically create tasks in Motion. No copy-paste, no manual triage — the work appears in the right person's queue.

Who uses it

Built for every role
in your agency.

Media buyer

Ad specialist

1

Opens dashboard at 8am — AI brief with today's priorities

2

Clicks flagged accounts — fatigue alerts, CPL spikes

3

Takes action — swaps creative, adjusts budgets

4

Motion tasks auto-created for each action item

From 2–3hrs reviewing to 20 minutes acting.

ISA

Inside sales agent

1

Opens call queue — prioritized list with AI context

2

Sees activity — who opened, replied, clicked links

3

Calls in order — knows what each lead did before dialing

4

Logs outcome — pipeline auto-moves in GHL

100% of time spent calling, not filtering.

Management

Team lead

1

Receives EOW Slack report every Friday — reads, doesn't build

2

Reviews team workload — overloaded vs available

3

Checks Motion — AI-created tasks from last week

4

Makes strategic decisions — not chasing data

Zero time building reports. Full time leading.

Client-facing

Agency client

1

Receives branded PDF in Slack every Monday 7am

2

Reads plain-English metrics — no ad jargon

3

Sees pipeline — leads, appointments, signed deals

4

AI narrative explains performance + what team is doing

Informed clients churn less. Full stop.

What it replaces

One platform.
Six tools replaced.

Task

Old way

New way

Time saved

Campaign monitoring

Daily ad account review

Manual Meta/Google login

AI morning brief

↓ 10–15 hrs/wk

Dashboard setup

Per-client Looker Studio builds

Looker Studio

Auto dashboard

↓ 3–4 hrs/wk

ISA lead prioritization

Manual GHL filtering each morning

GHL manual filter

AI call queue

↓ 5–8 hrs/wk

End-of-week report

Manual doc for team leads

Manual Word doc

Auto Slack report

↓ 3–5 hrs/wk

Client reporting

Weekly PDF to every client

Manual PDF + email

Auto client PDF

↓ 4–6 hrs/wk

Task management

Creating action items from insights

Manual task creation

Motion auto-sync

↓ 2–3 hrs/wk

Total · team of 6–8

↓ 25–40 hrs/wk

Interactive demo

See the product.
Right now.

Every screen, fully interactive — no signup needed.

📊 My accounts

🎨 Creatives

📞 Call queue

⚡ Live activity

📋 EOW report

📄 Client reports

🔒 agencycopilot.io

Agency Copilot

Media buyer

📊

My accounts

🎨

Creatives 2

🔗

Connect Meta

ISA

📞

Call queue 12

⚡

Live activity 4

Management

📋

EOW report

Clients

📄

Client reports

JD

Jordan Davis

Media buyer

AI BRIEF Sunday, Apr 12 14 days window

Peak Roofing Co. crushing it at $6.20 CPL — 174 leads from $1,079 spend. Apex Roofing and BlueSky Exteriors bleeding at $17.80 and $21.40. Pause them immediately and reallocate $2,400 daily budget to scale Peak. Ridgeline Roofing steady at $13.90 CPL — modest increases recommended.

Avg CPL · 14d

$12.10

$3.90 under $16 target

Total leads · 14d

365

6 campaigns

Total spend · 14d

$4,418

4 accounts

Over CPL target

2 / 4

needs attention

4 connected accounts · 14 days

Account	Platform	CPL	vs $16	Leads	CTR	Spend	Status
Apex Roofing	Meta	$17.80	↑ 11%	58	0.9%	$1,032.40	Above target
Peak Roofing Co.	Meta	$6.20	↓ 61%	174	1.92%	$1,078.80	On target
Ridgeline Roofing	Meta	$13.90	↓ 13%	38	2.14%	$528.20	On target
BlueSky Exteriors	Meta	$21.40	↑ 34%	79	1.61%	$1,690.60	Above target

Top campaigns by CPL · 14 days

Peak Roofing Conversion$6.20 +$9.80

Ridgeline Roofing | CBO$13.90 +$2.10

Apex Roofing Lead Gen$17.80 +$1.80

BlueSky Spring Campaign$21.40 +$5.40

Creative health · all accounts

PR

Peak Roofing Conversion V3

Peak Roofing Co. · Meta

HealthyTop performer

CTR1.92%

Frequency2.1×

CPL$6.20

AR

Apex Spring Roofing Offer

Apex Roofing · Meta

FatiguedHigh frequency

CTR0.35%

Frequency8.4× ⚠

CPL$17.80

RR

Ridgeline CBO Campaign

Ridgeline Roofing · Meta

Healthy

CTR2.14%

Frequency3.0×

CPL$13.90

AI FATIGUE ALERT · Apex Roofing

Apex Spring Roofing Offer — CTR collapsed from 1.4% to 0.35% in 7 days. Frequency at 8.4× is well above the 4× fatigue threshold. Budget is auto-pausing in 24h if not addressed. Swap creative immediately.

New leads

12

↑ +4 today

Contacted

8

today

Appointments

3

this week

Signed

1

↑ this month

James Miller

Hot · 94Peak Roofing

Opened email 3× in last 24h. Replied "interested, call me back." Clicked pricing page twice. Best window: now–2pm.

Email opened · 2h ago

SMS reply: "interested, call me" · 3h ago

Pricing page click × 2 · 4h ago

Priya Sharma

Hot · 91Ridgeline Roofing

Booked then cancelled consultation. Re-engaged yesterday via email. High intent — likely comparison shopping.

Email opened · 1h ago

Previously booked · cancelled 3d ago

Sarah Chen

Warm · 87Apex Roofing

Clicked pricing link twice. No SMS reply yet. Best contact window: 10am–12pm based on past opens.

Pricing link click × 2 · 5h ago

Email opened · yesterday

Today's events

💬

James Miller replied to SMS

"Sounds good, call me this afternoon" · Peak Roofing

2m ago

📧

Priya Sharma opened email

Follow-up sequence #3 · Ridgeline Roofing

14m ago

📅

David Kim booked consultation

Thu Apr 17 at 10:00am · Apex Roofing

31m ago

🔗

Sarah Chen clicked pricing link

Second click today · BlueSky Exteriors

44m ago

✅

Marcus Brown signed contract

Deal closed · $8,400 · Peak Roofing

1h ago

📞

ISA called Rachel Torres

No answer · Voicemail left · Ridgeline Roofing

2h ago

📧

3 new leads entered pipeline

From Peak Roofing Conversion campaign · Meta

3h ago

AI NARRATIVE · WEEK SUMMARY

Strong week overall — Peak Roofing is a standout performer at $6.20 CPL. The ISA team made 47 dials with a 34% pickup rate, booked 3 appointments, and closed 1 deal. Primary concern is Apex and BlueSky overspend — recommend pausing both early next week and reallocating budget.

Total leads

94

↑ 12% vs last wk

Total spend

$2,209

4 accounts

ISA dials

47

34% pickup rate

Deals closed

1

$8,400 value

Performance by account

Account	Leads	CPL	Spend	vs target	Action needed
Peak Roofing Co.	44	$6.20	$272.80	↓ 61%	Scale budget
Ridgeline Roofing	18	$13.90	$250.20	↓ 13%	Hold steady
Apex Roofing	17	$17.80	$302.60	↑ 11%	Pause review
BlueSky Exteriors	15	$21.40	$321.00	↑ 34%	Pause now

AI-generated action items → ClickUp

Pause Apex Roofing ads + audit targeting

Assigned: Jordan Davis · Due: Mon Apr 14

High

Pause BlueSky + pause Apex creative immediately

Assigned: Jordan Davis · Due: Today

Urgent

Increase Peak Roofing daily budget by 40%

Assigned: Jordan Davis · Due: Mon Apr 14

Normal

Client report preview · Peak Roofing Co.

Peak Roofing Co.

Weekly Performance Report · Apr 7–13

Powered by Agency Copilot

44

NEW LEADS

$6.20

COST/LEAD

3

APPTS BOOKED

1

DEAL CLOSED

FROM YOUR TEAM

This was a strong week for your campaigns. Your cost per lead of $6.20 is one of the best we've seen — well below the $16 industry benchmark. We closed one deal worth $8,400 and have 3 more consultations booked for next week. Your team is dialled in.

Pipeline: 12 new → 8 contacted → 3 appointed → 1 closed

All client reports · this week

Peak Roofing Co.

Delivered Mon 7:00am · Opened

Ridgeline Roofing

Delivered Mon 7:00am · Opened

Apex Roofing

Delivered Mon 7:00am · Not opened

BlueSky Exteriors

Delivered Mon 7:00am · Opened

Integrations

Plugs into your
existing stack.

f

Meta Ads

G

GoHighLevel

S

Slack

G

Google Ads

M

Motion

CU

ClickUp

Live

In development

Planned

Build roadmap

What's built.
What's coming.

✓

Phase 1

Media buyer dashboard

✓Full campaign dashboard

✓Meta Ads OAuth — live data

✓AI brief via Claude API

✓Creative fatigue detection

✓Deployed on Vercel

Live now

⚡

Phase 2

GHL + ISA call queue

→GHL REST API integration

→Real-time lead webhooks

→AI-scored call queue

→Activity feed: opens, SMS

→Pipeline stage tracking

In progress

📊

Phase 3

Automated reporting

·Auto EOW → Slack, Fridays

·White-labeled client PDFs

·AI-written narrative sections

·Motion task auto-creation

·Google Ads integration

Planned

🔮

Phase 4

Advanced analytics

·Cross-platform attribution

·Meta + Google → GHL pipeline

·ClickUp deep integration

·Agency-level analytics

·White-label option

Coming soon

Pricing

Simple, transparent
pricing.

Starter

$297

/ month

✓Up to 3 ad accounts

✓Media buyer dashboard

✓Daily AI brief

✓Meta Ads integration

✓Creative fatigue detection

Get started

Your whole agency,
finally in one place.

Your agency runs on
manual work. It doesn't have to.

Stop reviewing dashboards.
Start acting on them.

Call the right lead,
every time.

Full visibility.
Zero manual work.

Built for every role
in your agency.

One platform.
Six tools replaced.

See the product.
Right now.

Plugs into your
existing stack.

What's built.
What's coming.

Simple, transparent
pricing.

Your agency,
on autopilot.

Your whole agency,finally in one place.

Your agency runs onmanual work. It doesn't have to.

Stop reviewing dashboards.Start acting on them.

Call the right lead,every time.

Full visibility.Zero manual work.

Built for every rolein your agency.

One platform.Six tools replaced.

See the product.Right now.

Plugs into yourexisting stack.

What's built.What's coming.

Simple, transparentpricing.

Your agency,on autopilot.

Your whole agency,
finally in one place.

Your agency runs on
manual work. It doesn't have to.

Stop reviewing dashboards.
Start acting on them.

Call the right lead,
every time.

Full visibility.
Zero manual work.

Built for every role
in your agency.

One platform.
Six tools replaced.

See the product.
Right now.

Plugs into your
existing stack.

What's built.
What's coming.

Simple, transparent
pricing.

Your agency,
on autopilot.